Lisa Bellenger Email & Phone Number

United States

• Act as the service point of contact for clients, corresponding with clients to complete paperwork, and address inquiries and issues, while providing timely, accurate information. • Efficiently coordinate the onboarding process for new client, collecting relevant data, and preparing and submitting required paperwork, obtaining signatures, tracking applications, and coordinating rollovers for a smooth and organized account setup. • Perform regular maintenance and paperwork for existing client accounts [applications, transfer of assets, required minimum distributions, beneficiary updates, IRA contributions. • Set up opportunity tracking in Salesforce/Wealthbox to manage the sales pipeline. This involves creating opportunities for potential deals and tracking their progress through various stages until closure. • Coordinate and schedule client meetings, including scheduling to confirm meetings and tracking meetings relative to the service calendar.• Managing internal communication to ensure accuracy and preparedness, and oversee team workflow. • Proactive communication with the client throughout the implementation process.

Tampa/St. Petersburg, Florida Area

• Delivered high-quality customer service via email support platform ensuring top-level service to continue corporate growth. • Updated the company’s data base with new customer information and managed data retrieval of current customers. • Conducted research as per client request this includes research on events, travel, and projects.• Demonstrated mastery of written communication and attention to detail by sending 25 emails daily, maintaining professionalism, and accuracy in all correspondence. • Surveilled the status of over 20 ongoing cases assuring timely progression and effective management of client applications.• Managed client correspondence, notes, files, and maintain compliant client records.

Tampa, Florida, United States

• Processed new client paperwork from submission to commission until the policy/account was in-force, and closed. • Partnered with our clients to effectively resolve issues via phone, email, and other channels maintaining a professional and courteous demeanor. • Created and maintained a filing system for over 500 documents, resulting in a 305 reduction in time spent searching for files. • Proactive, daily follow-up calls with carriers on pending life/disability insurance applications to ensure the application is being processed timely, accurately, and noting CRM.• Coordinated and prepared for weekly team meetings.• Helped to create the desired culture and environment for the team and clients as guided by the team's core values.

Tampa, Florida, United States

• Executed travel arrangements, prepared itineraries, registered executives/staff as needed for conferences.• Processed an average of 15 expense reports per month in alignment with company policies and deadlines. • Oversaw Salesforce operations, including inputting new deals, managing the team pipeline, preparing incoming wire transmittals, optimizing sales processes, and efficient workflow. • Utilized excellent customer service to schedule and coordinate appointments via phone and email.

Seffner, Florida, United States

• Orchestrated comprehensive travel itineraries, encompassing flights, accommodations, and ground transportation, often within tight deadlines, ensuring seamless arrangements and client satisfaction. • Coordinated the annual RV Super Show and FRVTA trade shows collaborating with regional teams to plan, manage, and execute logistics, including licensing, paperwork, and expense reimbursements. • Reconciled all expenses from travel/meetings ensuring accuracy and compliance with company policies.• Identify customers' needs, clarify information, research every issue, and provide solutions and/or alternatives including placing calls back as required.• Simultaneously use multiple computer applications to enter the required information.

Bachelor Of Arts, French

French Language And Literature

I studied abroad in Tours, France my sophmore year of college at SUNY Brockport. My dates of attendance were October 1993 to December 1993.